Up to 70% Course Fee Subsidies
Hands-On Learning & Real-Life Case Studies
Top Trainers who are Veterans in their Fields
Course Overview
Strengthen your investment portfolio with this comprehensive 24-hour course, now enhanced with cutting-edge AI tools. Combine timeless value-investing principles with an understanding of current investible megatrends and leverage advanced AI analytics to refine your investment strategies. By applying concepts like key financial ratios and revenue models to real-life companies and case studies, you will use AI-driven insights to identify high-quality, high-growth opportunities. Upon completion, continue to benefit from ongoing support through an alumni community, where AI-powered tools and expert guidance from trainers and fellow learners will help keep your investment skills sharp and adaptive to market changes.
Course Highlight
Fundamentals of Investing
Apply tested value investing principles to the current market with Al-enhanced insights for better decision-making.
Understand Revenue Models
Use AI to analyze and visualize a company's revenue model, gaining a clear picture of its business nature before investing.
Pick the Right Companies Understand the growth drivers which make stocks into trustworthy and competitive investments
Buy Low, Sell High
Learn how to determine a stock's true value and avoid overpaying for it
Invest Wisely with Financial Ratios
Al-powered tools streamline financial ratio calculations, providing a Fast and dependable checklist to identify high performance, quality companies and facilitate comparisons with industry peers.
Build Your Portfolio
Learn from real-life case studies of actual companies to identify structural winners to invest in.
Meet One of Our Trainer
James Yeo is the founder of SmallCapAsia, a financial education company focused on uncovering the smaller hidden gems within the Singapore market.
• More than 10 years’ experience in the Financial and Asset Management Industry
• Well-versed in different financial instruments like Stocks, Bonds, Swaps, FX Options
• Crafted an investment workshop and coached over 50 students to date
• Articulate in numbers and Proactive to seek better solutions.
To date, he has been investing around the world for more than 10 years. His aim is to help the layman invest for the better, for achieving financial freedom and to lead a happy retirement.
James is a fervent ex-writer for various famous publications such as Dollarsandsense.sg, Yahoo Finance, Investor-one and more. He has the privilege to speak at events organized by Online Traders Club, ShareInvestor, Investingnote.com and more.
Course Outline
Join James in this course to learn how to strengthen your portfolio, understand today’s investible megatrends and identify high-growth companies to invest in.
Course Title
Intelligent Investing In The Era of Disruption (AI Powered)
Course Reference Number:
TGS-2024042913
Mode of Delivery:
Face-to-face Session | 24 Hours
Weekend & Weekday classes
What You will learn:
1. Understand How Businesses Generate Revenue
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Types of Revenue Models
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Business Natures
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Revenue Recognition and accrual
2. Evaluate Competitive Advantages of a Business
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Types of Competitive Advantage
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Porter's Five Forces
3. Understand Growth Drivers to Project Future of a Business
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Growth Drivers
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Identifying Potential Risks
4. Assess the Cash Flow Quality of a Business
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Types of Cash Flow
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Cash Flow Quality & Analysis
5. Understand Key Financial Ratios and Applications
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Profitability Analysis
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Leverage Analysis
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Dividend Analysis
6. Is this Business Suitable for Investment
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Projection of Future Revenue, Net Profit and Cash Flow
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Compute the Valuation of the Business
The Training Provider
Established in 2020, Wealth Design Studio is a training organization where financial empowerment is at the heart of everything they do. Wealth Design Studio is an Accredited Training Organization under the Institute of Banking and Finance.
Certification
Participants who complete the course and all required assessments will receive a Certificate of Completion by the Approved Training Provider.
Who Should Attend
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Beginner to intermediate investors
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Financial consultants
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Entrepreneurs and business owners
Pre-Requisites
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Basic english skills (reading and writing)
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Basic computer skills (downloading files, using Zoom, etc)
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No prior investing knowledge is required, but learners who are comfortable with numbers and calculations might find the material and assessments easier to grasp
Reviews by our Graduates
The explanation of Melvin is clear and concise, he
would add in examples for us to better understand.
He would also search for more information for us to
learn better and more in depth about valuations etcetera.
Keiran
Graduate 2025
Awarding past 3 Saturdays. I have no experience in
investing, but after the lesson, I have somewhat
knowledge of knowing the health of a company by
getting information from the Annual Reports.
R. Wong
Graduate 2025
This course make me realized the weakness of my understating regarding investment. Fact finding is very crucial. Case study deepened my learning. Great presenter with clear explanations, helped me understand what an annual report is and why it matters.
H. B. Chee
Graduate 2025
Course Fee & Subsidies
Full Course Fee: $1,400.00 (Nett)
As this course is Accredited under the IBF Standards Training scheme, the below subsidies apply:
Up to 70% Course Fee Subsidies Support
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Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.
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Singapore Citizens 21-39 years old and PR will be eligible for 50% subsidy.
Course Schedule
Frequently Asked Questions
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